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Private Banking Associate Jobs (NOW HIRING)

Busey Bank

Private Banking Associate

Wichita, KS · On-site

$21 - $26/hr

Position Summary The Private Banking Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Private Banking Team. Duties ...

Busey

Private Banking Associate

Wichita, KS · On-site

$26/hr

Position Summary The Private Banking Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Private Banking Team. Duties ...

US Bank

Ascent Private Banking Associate

Denver, CO · Hybrid

The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing & Administration (NASA) team, delivering highquality service and operational support to regional front ...

US Bank

Ascent Private Banking Associate

Seattle, WA · Hybrid

The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing & Administration (NASA) team, delivering highquality service and operational support to regional front ...

US Bank

Ascent Private Banking Associate

San Diego, CA · Hybrid

The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing & Administration (NASA) team, delivering highquality service and operational support to regional front ...

US Bank

Ascent Private Banking Associate

Cincinnati, OH · Hybrid

The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing & Administration (NASA) team, delivering highquality service and operational support to regional front ...

Optimum Results Staffing

Banking Associate

New York, NY

$225K - $420K/yr

Banking Associate (2-6 years) Salary Range: $225,000 - $420,000 (scale-based, depending on class ... The team represents major financial institutions, private credit funds, alternative lenders, and ...

ServisFirst Bank

Private Banking Officer

Cornelius, NC · On-site

Private banking clients have unique banking needs and the Private Banking Officer coordinates ... Reasonable accommodation may be made to enable otherwise qualified associates/applicants with ...

ServisFirst Bank

Private Banking Officer

Charlotte, NC · On-site

Private banking clients have unique banking needs and the Private Banking Officer coordinates ... Reasonable accommodation may be made to enable otherwise qualified associates/applicants with ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Provides guidance to less experienced associates in the work group and assist with special projects ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Provides guidance to less experienced associates in the work group and assist with special projects ...

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All JobsPrivate Banking Associate Jobs

Private Banking Associate information

See salary details

$27K

$141.2K

$310.5K

How much do private banking associate jobs pay per year?

As of Jun 17, 2026, the average yearly pay for private banking associate in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 per year, depending on experience, location, and employer.

What does a Private Banking Associate do?

A Private Banking Associate supports relationship managers and bankers in providing financial services to high-net-worth clients. Their responsibilities often include assisting with client onboarding, preparing account documentation, coordinating transactions, and ensuring compliance with banking regulations. They also help with research and analysis to support investment recommendations and maintain strong client relationships. The role requires excellent communication, attention to detail, and a strong understanding of financial products and services.

What is the difference between Private Banking Associate vs Wealth Management Associate?

AspectPrivate Banking AssociateWealth Management Associate
Required CredentialsTypically a bachelor's degree; some roles prefer FINRA licensesSimilar credentials; often required to have FINRA licenses
Work EnvironmentPrivate banking divisions of banks, working closely with high-net-worth clientsWealth management firms or bank divisions, serving a broad client base including high-net-worth individuals
Employer & Industry UsageBanking institutions, private banksFinancial advisory firms, banks, wealth management companies
Common Search & Comparison IntentYesYes

Both roles involve working with high-net-worth clients and require similar educational backgrounds and licenses. However, Private Banking Associates typically focus on personalized banking services within private banks, while Wealth Management Associates often provide broader investment and financial planning advice across various firms. The roles are closely related, with overlapping responsibilities and work environments.

What are some common challenges Private Banking Associates face when managing client relationships?

Private Banking Associates often encounter the challenge of balancing the diverse financial needs and expectations of high-net-worth clients while maintaining compliance with regulatory requirements. Building trust and providing personalized solutions requires strong communication and attention to detail, especially as clients may demand quick responses and tailored advice. Additionally, Associates must stay updated on market trends and investment products to support senior bankers and deliver value. Navigating these demands in a fast-paced, client-focused environment is key to success and professional growth in this role.

What are the key skills and qualifications needed to thrive as a Private Banking Associate, and why are they important?

To thrive as a Private Banking Associate, you need a strong background in finance or economics, excellent analytical abilities, and typically a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications such as FINRA Series 7 or 63 are often required. Exceptional interpersonal skills, discretion, and attention to detail help build lasting client relationships and trust. These skills are crucial for effectively managing high-net-worth clients' portfolios and delivering personalized financial solutions.
More about Private Banking Associate jobs
What cities are hiring for Private Banking Associate jobs? Cities with the most Private Banking Associate job openings:
Who are the top companies hiring for Private Banking Associate jobs? The top employers for Private Banking Associate jobs are:
What states have the most Private Banking Associate jobs? States with the most job openings for Private Banking Associate jobs include:
What job categories do people searching Private Banking Associate jobs look for? The top searched job categories for Private Banking Associate jobs are:
Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 45% Full Time, 52% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $141,209 per year, or $67.9 per hour.
Private Banking Associate

Private Banking Associate

First Dakota National Bank

Sioux Falls, SD

$14.50 - $20/hr

Full-time

Posted 13 days ago

Job description

Private Banking Associate - Sioux Falls
First Dakota National Bank is hiring a full-time Private Banking Associate to join our Loft Advisors team in Sioux Falls. This person will provide personalized banking services and excellent customer service to clients in accordance with establishment guidelines and policies. Hours include Monday-Friday 8-5.
Duties
  • Open, close and maintenance all types of personal & business accounts
  • Responds to customer inquiries and requests regarding account or additional services
  • Proficient knowledge of banking products and services
  • Supports the Private Bank Relationship Managers with the origination, documentation and on-going management of commercial and consumer loans. Includes the process of booking new loans and renewals.
  • Thrives working within the framework of a small team that works closely together to exceed both customer expectations and departmental growth objectives.
  • Provides ongoing relationship servicing with current Private Bank customers to maintain goodwill and gain additional business.
  • Efficiently process transfers, loan advances, payment postings, maintenance requests for both deposit and loan accounts.
  • Other duties as assigned
Qualifications
Attributes include a positive attitude and good work ethic. The ability to process a variety of tasks accurately and efficiently, the capability to maintain strict confidentiality, attention to detail and comply with all Bank policies and procedures. Communicate effectively with various types of clientele, co-workers and departments to resolve an assortment of needs. Strong organizational skills and the ability to work well in a team environment. Punctuality is a must.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience
Bachelor's degree from four-year college or university;
Two years of banking experience;
Or equivalent combination of education and experience.
Work Environment
Office: The work environment of this job includes interacting with others in an office setting, and the noise level is usually moderate.
Physical Demands
Light: The physical demands of this job include bending, sitting, and occasionally lifting up to 10 pounds with or without reasonable accommodation.
Requirements of All Employees
To perform the job successfully, an individual should demonstrate the following:
Adaptability - Adapts to changes in the work environment
Attendance/Punctuality - Is consistently at work and on time; Arrives at meetings and appointments on time
Career Apparel - Adheres to the Career Apparel policy; Demonstrates professional appearance during Bank hours or at after-hours Bank functions
Customer Service - Responds promptly to customer needs including requests for service and assistance; Provide courteous, personal attention to promote ongoing relationship servicing with customers
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan
Design - Demonstrates attention to detail
Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed
Innovation - Shares suggestions for improving work
Interpersonal - Maintains confidentiality; Remains open to others' ideas and tries new things
Judgment - Exhibits sound and accurate judgment
Motivation - Measures self against standard of excellence
Communication - Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports and upholds organizational goals and values
Planning/Organizing - Uses time efficiently; Completes work in a timely manner
Problem Solving - Identifies and resolves problems in a timely manner
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accepts responsibility for own actions; Inspires the trust of others; Works with integrity and ethically
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality
Safety/Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly
Team Work - Gives and welcomes feedback; Contributes to building a positive team spirit
Technical Skills – Understands basic computer software programs; Strives to continuously build knowledge and skills; Shares expertise with others

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